# Michael Swartz

> Michael Swartz is a fee-only financial advisor at Fiduciary Financial Planning Network in Onalaska, Wisconsin. Fiduciary Financial Planning Network reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-swartz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Fiduciary Financial Planning Network
- **Based in:** Onalaska, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $175.7M across 1,147 accounts
- **CRD:** 6917325 (https://adviserinfo.sec.gov/individual/summary/6917325)
- **SEC registration:** Investment adviser representative in MN, WI
- **Exams passed:** Series 63 (2018), Series 65 (2018)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://planwitheagle.com

## Frequently asked questions

### Is Michael Swartz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Fiduciary Financial Planning Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Fiduciary Financial Planning Network, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Swartz based?

Michael Swartz is based in Onalaska, Wisconsin.

### Is Michael Swartz registered with the SEC?

Yes. Michael Swartz is registered as an investment adviser representative in MN and WI (CRD 6917325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fiduciary Financial Planning Network manage?

Fiduciary Financial Planning Network reports $175.7M across 1,147 accounts in assets under management.

### How do I contact Michael Swartz?

Through Michael's website, planwitheagle.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6917325): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.